Automates email processing for expense approval workflows.
Expense ApprovalsAutomates email processing for expense approval workflows.
Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.
Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.
subject contains: expense report, reimbursement request, approval needed, urgent approval OR from: @expenses.company.com, finance@, @vendor.com
1. Search the knowledge base for the latest company expense policy and approval workflow. 2. If the email requests document submission for an expense, mark as read and forward to finance@company.com with 'document-required' label. 3. For reimbursement requests, forward to budget@company.com with 'reimbursement' label and add a star. 4. For approvals marked 'urgent', forward to cfo@company.com with high priority and add 'urgent-approval' label. 5. Reply to the sender confirming receipt and next steps according to the company policy. 6. Archive the email after action is taken.